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Next Up Wealth Advisors, LLC

EST. AUM
$100,234,754

CONTACTS

CLIENT ACCOUNTS
294

Firm Details

Metro area Phoenix
CRD Number 342136
Website nextupwealthadvisors.com
Client types

Overview

Next Up Wealth Advisors, LLC is a registered investment adviser firm based in Scottsdale, Arizona. Established in 2026, the firm operates as a localized asset allocator specializing in financial planning, portfolio tracking, and tailored investment management services. The entity provides comprehensive wealth management and investment advice to individual investors, high-net-worth families, trusts, estates, charitable organizations, and corporate pension plans. Functioning with strict fiduciary duties under ERISA guidelines, the firm configures asset allocations using diversified retail securities, fixed-income options, and municipal instruments to achieve stable long-term capital preservation goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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